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CLBFX vs SQBIX
CLBFX vs SQBIX Comparison
Open Charts CLBFX vs SQBIX
American Funds American Balanced 529F
Price$36.75
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets252.39B
X-Square Balanced Fund, LLC Instl
Price$14.45
Change+$0.04 (+0.28%)
VolumeN/A
Net Assets72.54M
CLBFX vs SQBIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 252B vs. SQBIX (72.5M). CLBFX pays higher dividends than SQBIX: CLBFX (1.99) vs SQBIX (1.67). CLBFX was incepted earlier than SQBIX: CLBFX (23 years) vs SQBIX (6 years). SQBIX (2.39) is less costly to investors than CLBFX (0.67). CLBFX is a more actively managed with annual turnover of: 44.00 vs. SQBIX (19.58). CLBFX has a lower initial minimum investment than SQBIX: CLBFX (250) vs SQBIX (100000). SQBIX annual gain was more profitable for investors over the last year : 11.76 vs. CLBFX (8.02). SQBIX return over 5 years is better than : 51.69 vs. CLBFX (44.49).
| CLBFX | SQBIX | CLBFX / SQBIX | |
| Total Expense Ratio | 0.67 | 2.39 | 28% |
| Annual Report Gross Expense Ratio | 0.67 | 2.39 | 28% |
| Fund Existence | 23 years | 6 years | - |
| Gain YTD | 8.169 | 5.407 | 151% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 72.5M | 347,586% |
| Annual Yield % from dividends | 1.99 | 1.67 | 119% |
| Returns for 1 year | 8.02 | 11.76 | 68% |
| Returns for 3 years | 36.80 | 40.61 | 91% |
| Returns for 5 years | 44.49 | 51.69 | 86% |
| Returns for 10 years | 81.14 | N/A | - |
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